Use the One Plan Resource Planner Basics

Here we see Cost Types. Cost types allow organizations to calculate, evaluate and monitor how resources are being allocated. There are possible (and often likely) differences between how our resources’ time is initially planned, booked onto specific work, and then actually spent. The Resource Plan allows multiple cost types so you may analyze the differences. You can toggle from one cost type to another.

The reason these groupings are called “cost” types is because the resource plan hours may be converted to costs when they are imported into the financial plan. The rate for each resource, according to their role or other cost category factor would be multiplied by the number of hours to get the financial value of that resource’s time.

Your organization may have similar or different cost types depending on business use cases and configuration. Here are some example use cases that may apply.

The totals show per resource. The calculated total will vary based on the planning mode. The totals are based on which periods are showing in the view.

Resource usage is viewed and/or edited per time period shown. Based on the Dates menu selection, resource usage may be summed up or broken out in more or less details (i.e. monthly, quarterly, yearly).

The Candidates List shows in the lower half of your screen. This is where you can see how else the resources are allocated. This is beneficial to first see who is already booked or has availability before or after adding to your plan.

By default, the current plan’s resources will show. Expand any resource to see where else that resource is being utilized.

The colors signify the percentage of the resource’s remaining availability. So, for example, the color will shift from green to yellow to orange to red as the resource becomes overbooked beyond capacity.